Google (NASDAQ:GOOG) is known for its main search advertising business. The company also makes money through the search and content ad partnerships of its AdSense business.
Apple Could Earn $400 Million in 2010 from Ebooks Alone
March 9th, 2010 by Trefis TeamApple (NASDAQ:AAPL), which competes with Amazon’s (NASDAQ:AMZN) Kindle, is expected to launch iBookstore alongside its tablet PC, the iPad, in April 2010. iPad owners will be able to download books to their iPad through iBookstore, an application which will be available on Apple’s iTunes store. We estimate that iTunes & iPhones Apps constitute about 6% of the $267 Trefis price estimate for Apple’s stock.
We expect Apple to generate ebook revenue of $400 million in 2010 by selling around 48 million ebooks at an average price of $8. You can access our full forecasts and rationale for AAPL here:
You can also modify our forecasts through the links above to see how Apple’s stock would be impacted if the number of iPads and eBooks sales were to grow faster than what we forecast.
For additional analysis and forecasts, here is our complete model for AAPL.
Apple Could Sell 48 Million Ebooks in 2010
March 9th, 2010 by Trefis TeamA starting point for estimating Apple’s potential ebook sales is Amazon. Foner Books, a book publishing company, estimates that Amazon sells 60,000 ebooks per week. We expect Amazon to sell 1.2 million Kindles in 2010; this would mean about 2 ebooks sold per Kindle per month or 24 ebooks sold per Kindle per year.
Since iPad users will not necessarily be as devoted ebook readers compared to Kindle owners, we estimate a ebook ratio for iPad of 1 ebook per month for each iPad sold. We have estimated that Apple will sell around 4 million iPads in 2010 (see our analysis here) which implies 48 million ebooks sold through the iTunes store in 2010.
Apple Ebooks Priced at an Average of $8
March 9th, 2010 by Trefis TeamApple (NASDAQ:AAPL) is in talks with five major book publishers – Penguin, Simon & Schuster, HarperCollins, Macmillan, and Hachette – to make their books available for download through the iTunes store.
Apple is looking to create a variety of price points for ebooks – $14.99, $12.99, $9.99 and $4.99. New books that are available in bookstores as hardcovers are likely to be priced at the higher range; however, we believe that the majority of books will be priced lower and estimate the average ebook pricing through Apple will be around $8 for 2010. We also expect eBooks pricing to decline to around $6.7 by the end of Trefis forecast period.
Google Apps Can Win Microsoft Office Customers with DocVerse
March 8th, 2010 by Trefis TeamGoogle (NASDAQ:GOOG) recently acquired DocVerse, a technology startup that makes it easy for people to edit Microsoft Office files online. Microsoft’s (NASDAQ:MSFT) Office software dominates the enterprise productivity software market with share of around 95%.
We believe that DocVerse will make it easier for users of Office products like Word, Excel and PowerPoint to transition to Google Apps. We expect that Microsoft will lose share in the productivity software market going forward due in part to increasing competition from Google Apps.
Below we explain the significance of Microsoft Office to Microsoft’s stock and Google Apps to Google’s stock, as well as how Google threatens Microsoft’s dominance in the productivity software market.
Symantec Benefits from Health Care Industy’s Need to Cut Costs
March 8th, 2010 by Trefis TeamSymantec (NASDAQ:SYMC) recently announced the launch of a hosting service designed to let health care providers store, archive, and share their medical records using Symantec’s remote storage facilities.
The company’s new Symantec Health service is designed to help hospitals and health care companies reduce the costs associated with housing medical records. As health care firms are forced to keep more image-based files (such as lab tests) for longer retention periods, their storage costs have soared.
The Symantec Health service will offer a cloud-based storage environment where companies can budget and pay only for the storage they need from Symantec. We believe that this new offering can spur further growth in Symantec’s Software-as-a-Service (SaaS) business which we estimate constitutes 4% of Symantec’s stock currently.
Growing Nickelodeon Subscriber Fees Important for Viacom’s Stock
March 8th, 2010 by Trefis TeamViacom’s (NYSE:VIA) Nickelodeon is one of the highest rated TV channels for children in the US in terms of total daytime viewers. It primarily competes with the Disney Channel, owned by Disney (NYSE:DIS) and Cartoon Network, owned by Time Warner (NYSE:TWX). Nickelodeon is known for popular animation shows like Spongebob and Dora the Explorer.
We estimate that Nickelodeon is the most important channel for Viacom contributing about 13% to the $35 Trefis price estimate for Viacom, or about about $2.7 billion of Viacom’s overall value.
Touch Kindle Can Compete Better with iPad and Boost Amazon’s Stock
March 8th, 2010 by Trefis TeamTo better compete with Apple’s (NASDAQ:AAPL) iPad, Amazon (NASDAQ:AMZN) recently acquired Touchco, a New York based touch screen technology start-up that will enable Amazon to add touch screen functionality to its ebook reader the Kindle.
We expect that touch screen capabilities will help Kindle sales in the future by making the device more attractive to potential e-reader and iPad buyers. We don’t expect touch screen functionality to result in a meaningful increase in Kindle pricing and we believe that the pricing gap between the Kindle and the iPad will remain significant initially.
A narrowing feature gap between the Kindle and iPad, combined with lowering Kindle pricing, can help drive sales of the e-reader device and boost Amazon’s stock.
Trefis Analysis: What percent of eBay’s stock is PayPal?
March 5th, 2010 by Trefis TeameBay (NASDAQ:EBAY) is known primarily for its marketplaces (ebay.com, half.com) where buyers and sellers exchange a variety of merchandise online. However, the company also makes a significant amount of money from its online payments platform, PayPal.
What percent of eBay’s stock do you think is PayPal?
Shifting Consumer Preference from Buying to Renting DVDs Can Benefit Netflix’s Stock
March 5th, 2010 by Trefis TeamNetflix (NASDAQ:NFLX), which makes money by charging monthly subscription fees to its movie rental customers, can benefit from the shift in consumer preference to renting instead of owning DVDs.
We have a Trefis price estimate of $57 for Netflix’s stock (versus market of $68) and believe there could be additional upside if the shift in consumer preferences leads to a greater increase in Netflix’s subscriber base than we currently forecast.
Netflix’s customers can choose to rent DVDs by mail or stream movies online through its website. We believe that Netflix’s core competencies are in line with media entertainment market trends and changing consumer behavior.
All Articles
- Week of 2010-03-07
- 03/09/10 What percent of Google’s stock is AdSense?
- 03/09/10 Apple Could Earn $400 Million in 2010 from Ebooks Alone
- 03/09/10 Apple Could Sell 48 Million Ebooks in 2010
- 03/09/10 Apple Ebooks Priced at an Average of $8
- 03/08/10 Google Apps Can Win Microsoft Office Customers with DocVerse
- 03/08/10 Symantec Benefits from Health Care Industy’s Need to Cut Costs
- 03/08/10 Growing Nickelodeon Subscriber Fees Important for Viacom’s Stock
- 03/08/10 Touch Kindle Can Compete Better with iPad and Boost Amazon’s Stock
- Week of 2010-02-28
- 03/05/10 Trefis Analysis: What percent of eBay’s stock is PayPal?
- 03/05/10 Shifting Consumer Preference from Buying to Renting DVDs Can Benefit Netflix’s Stock
- 03/05/10 Qualcomm’s Mobile TV App Drives Demand for Powerful Mobile Chips
- 03/05/10 iPhone Could Overtake BlackBerry Market Share in 2011
- 03/05/10 Microsoft’s Deal with Yahoo Could Hurt Google’s Stock
- 03/04/10 Disney Characters Drive $8 billion Disney Consumer Merchandise Business
- 03/04/10 Verizon and Vodafone Can Help Google Sell 5 Million Smartphones in 2010
- 03/04/10 Comcast Deal Can Slow Symantec’s Market Share Declines
- 03/03/10 Market Share Declines Could Hurt Motorola
- 03/03/10 Apple’s iPad can help New York Times’ online ad business and boost NYT stock
- 03/03/10 27% of Qualcomm’s Stock is Value of its Cash
- 03/02/10 Apple Stock: iPad Business More Valuable Than Mac Desktops
- 03/02/10 Cisco’s Router Business is Worth More Than $20 billion
- 03/01/10 Increased political ad spend benefits CBS; upside to stock is small
- 03/01/10 Trefis Analysis: What percent of Apple’s stock is Apple TV?
- 03/01/10 30% Upside for Sprint Stock if it Can Revert Subscriber Losses
- 03/01/10 iPad Gross Profit Margins Higher than iPod and Kindle Margins
- Week of 2010-02-21
- 02/26/10 What Loss of iPhone Exclusivity Could Mean for AT&T’s Stock
- 02/26/10 Better Resume Search Technology Can Help Monster Compete with LinkedIn, Facebook
- 02/26/10 Featured Forecast: Netflix Subscribers to Double by 2016
- 02/25/10 Trefis Analysis: Notebook PCs 17% of Dell’s Stock
- 02/25/10 Rising Subscriber Fees Expected for News Corp’s Fox Sports
- 02/24/10 LTE Technology Can Limit Share Declines for Nokia Siemens Network
- 02/24/10 Featured Forecast: Sprint’s iDEN Subscribers Expected to Decline
- 02/24/10 RIM Stock: Free Software Can Sell More BlackBerries
- 02/23/10 Comcast’s On-Demand Video Service Worth More than 30x Blockbuster
- 02/23/10 Trefis Forecast: What % of Google’s stock is Orkut?
- 02/23/10 Does Qualcomm’s BREW Mobile App Platform Matter for the Stock?
- 02/23/10 Microsoft Deal to Boost Yahoo’s Search Advertising Margins
- 02/22/10 All-In-One Printer Demand Will Help Lexmark’s Stock
- 02/22/10 Windows is 32% of Microsoft’s Stock; Windows 7 Key to Future Growth
- 02/22/10 Intel’s Stock Impacted by Shift from Desktops to Notebooks
- 02/22/10 Trefis Forecast: Expected iPad Pricing Declines will Impact Apple’s Stock
- 02/22/10 Featured Forecast: Intel Will Continue to Lose Server Processor Market Share
- 02/22/10 Negative Impact of Potential HP-McAfee Deal on Symantec’s Stock
- Week of 2010-02-14
- 02/20/10 HD-DVR Expected to Drive Increases in DirecTV’s Revenue
- 02/19/10 Can Office 2010 Help Microsoft Maintain its Leadership in Productivity Software?
- 02/19/10 Expansion of Disney’s Parks & Resorts Will Attract More Guests and Drive Revenue
- 02/19/10 Services for Routers and Switches Make up 18% of Cisco’s Stock
- 02/18/10 Smartphones Can Slow Nokia Share Loss in Emerging Markets
- 02/18/10 Qualcomm’s New Chip Can Drive Apple’s iPhone Market Share
- 02/18/10 SanDisk’s Flash Memory Margins Dependent on Production Cost Reductions
- 02/18/10 Featured Forecast: $55+ DirecTV Satellite Subscriber Fees
- 02/17/10 Featured Forecast: CBS TV Network Ad Pricing Declines Expected
- 02/17/10 VoIP Will Boost Sprint’s Landline Profit Margins
- 02/17/10 Trefis Forecast: What % of Apple’s stock is the iPad?
- 02/16/10 Featured Forecast: AOL Internet Subscribers Heading to Zero
- 02/16/10 Smartphone Demand in Europe Can Help Nokia Offset US Share Declines
- 02/16/10 Symantec Business Market Share Losses Expected to Stop
- 02/16/10 Featured Forecast: Intel Will Reverse Notebook Market Share Losses
- 02/15/10 Price Competition Will Impact Sprint’s Prepaid Mobile Business
- Week of 2010-02-07
- 02/12/10 Featured Forecast: 550K+ Paychex Payroll Clients
- 02/12/10 Online Videos and Value-Added Services Will Drive Akamai’s Stock
- 02/12/10 EMC Storage Market Share Will Increase to 24%
- 02/11/10 Avatar Has Minimal Impact on News Corp Stock
- 02/11/10 Financial Services Rebound Could Propel SAP’s ERP Software Business
- 02/11/10 Verizon Could Sell More than 50 million Smartphones
- 02/11/10 Featured Forecast: 12% Dell Notebook Market Share
- 02/10/10 Featured Forecast: 90%+ Gross Margins for Adobe’s Acrobat Software
- 02/10/10 Featured Forecast: RIM BlackBerry Mobile Phone Market Share
- 02/10/10 Network Switches Market Share Crucial for Juniper’s Stock
- 02/10/10 35% of Nvidia’s Stock from High-End Professional Graphics Cards
- 02/09/10 3G/4G Mobile Phones Will Boost Verizon’s Data Revenue and Stock
- 02/09/10 Sansa MP3 Players only 2% of SanDisk’s Stock
- 02/09/10 Google Apps is 3% of Google’s Stock
- 02/09/10 Symantec’s Antivirus Market Share Will Decline
- 02/08/10 Monster-Yahoo: $10.90 Trefis Price Estimate for Monster
- 02/08/10 Symantec’s Stock: Norton Margin Declines to Continue
- 02/08/10 Each BlackBerry user earns RIM $4+ per month in service fees
- 02/08/10 Xbox less than 3% of Microsoft’s Value
- 02/08/10 Broadband Market Share Critical for Time Warner Cable
- Week of 2010-01-31
- 02/06/10 How Amazon’s Stock Price Can Reach $180+
- 02/05/10 Photoshop is 56% of Adobe’s Stock
- 02/05/10 Qualcomm’s Mobile Chipset Market Share Will Decline to 60%
- 02/04/10 AT&T (T) will win more TV subscribers from Comcast (CMCSA), Time Warner Cable (TWC)
- 02/04/10 Qualcomm (QCOM) Supported by Increase in CDMA Penetration Rates
- 02/03/10 Cisco (CSCO): 26% of Value is Network Switches
- 02/03/10 AT&T (T), Verizon (VZ) and Sprint (S) Stocks: Mobile Internet and Texting Crucial
- 02/02/10 Qualcomm Declines to Continue
- 02/02/10 Disney May Raise Costs for Netflix
- 02/02/10 Amazon Drives Kindle Sales Using Higher E-Book Royalties for Authors
- 02/01/10 Juniper-Polycom Deal Could Hurt Cisco
- 01/31/10 Netflix: Declining revenue per subscriber and increasing DVD shipment costs
- Week of 2010-01-24
- 01/29/10 Sprint’s Margins Squeezed
- 01/28/10 Disney: Reasons for Excitement
- 01/27/10 Google’s lower capital expenditure and higher revenues
- 01/26/10 Does AT&T not know which business to invest in, or is it smarter than everyone?
- 01/26/10 Kindle Apps vs. iPhone Apps
- 01/25/10 Akamai Reduces Prices to Drive More Traffic
- 01/25/10 How Apple’s Tablet Hurts Intel
- 01/25/10 Google’s YouTube Rental Service Will Improve Monetization
- Week of 2010-01-17
- 01/22/10 Still Large Upside on eBay
- 01/21/10 Can cloud computing drive unexpected growth for Intel?
- 01/20/10 Can Sprint curb subscriber losses with lower pricing?
- 01/19/10 Online shopping sites are key to Akamai’s success
- 01/18/10 Showtime Networks is crucial for CBS
- Week of 2010-01-10
- 01/15/10 8 million songs on your iPhone and a new business model for iTunes
- 01/14/10 Netflix and Warner Brothers’ Win-Win Deal
- 01/13/10 Google Phone is worth $20B, 9% of Google’s stock
- 01/12/10 The business of broadcast TV is being transformed
- 01/11/10 Can Microsoft use “Free” to kill Norton antivirus (made by Symantec)?
- Week of 2010-01-03
- 01/08/10 Nvidia’s new chip for mobile phones and tablet PCs
- 01/06/10 New York Times – Online advertising vs. newspaper circulation
- 01/05/10 Sprint’s 4G bet to win subscribers
- 01/04/10 What if time spent on YouTube rivaled that of TV?
- Week of 2009-12-27
- 12/30/09 VeriSign’s domain name monopoly of gets sweeter
- 12/29/09 Motorola’s strategy: $8 billion in Cash + Focus on the Core
- 12/28/09 Disney’s ABC TV channel weakened by low margins
- Week of 2009-12-20
- 12/24/09 Nickelodeon or MTV – which TV Channel is worth more to Viacom?
- 12/23/09 Apple TV’s impact on Comcast and Netflix (Part 2 of 2)
- 12/22/09 Recent moves that could make Apple TV important (Part 1 of 2)
- 12/21/09 Growth in holiday retailing comes from online – Amazon a primary beneficiary
- Week of 2009-12-13
- 12/18/09 Trefis Widget on TechCrunch
- 12/17/09 Cisco increasingly focused on consumers. How much does it matter?
- 12/16/09 Amazon and Symantec link-up on cloud offering
- 12/15/09 How much does storage hardware mean for IBM?
- 12/14/09 Monster.com – beneficiary or victim of recession?
- Week of 2009-12-06
- 12/11/09 Forbes tries out Trefis to create forecasts for Intel and Disney
- 12/10/09 Akamai will benefit from media rich online shopping experiences
- 12/09/09 Google Apps is more valuable than YouTube and Gmail combined
- 12/08/09 CBS and how the TV advertising business works
- 12/07/09 Intel stumbles in discrete PC graphics market – nVidia / AMD market share secure for now
- Week of 2009-11-29
- 12/04/09 Hard numbers for the Comcast-NBC deal
- 12/03/09 (New Coverage) Symantec, maker of Norton – Trefis price of $25 vs. market price $18
- 12/02/09 How GM and Chrysler impact payroll processor ADP
- 12/01/09 Is Netflix’s CEO Reed Hastings wooing Comcast? (Part 2 of 2)
- 11/30/09 Is Netflix’s CEO Reed Hastings wooing Comcast?
- Week of 2009-11-22
- 11/27/09 Lexmark would be devastated if Laser cartridge margins fell to inkjet levels
- 11/25/09 4G mobile phone technology critical for Qualcomm’s royalty rates
- 11/24/09 Does a full cruise ship matter to Disney’s business?
- 11/23/09 The world’s most valuable software business
- Week of 2009-11-15
- 11/20/09 HBO, ESPN, MTV: How the top TV channels stack up
- 11/19/09 Is Google search predicting declining notebook PC prices?
- Week of 2009-11-08
- Week of 2009-11-01
- 11/05/09 Cisco moves into fast growing Chinese digital TV box market
- 11/04/09 iPhone’s slow start in China could hurt Apple’s stock
- 11/03/09 Nokia vs. BlackBerries and iPhones in emerging markets
- Week of 2009-10-25
- 10/30/09 vSphere to boost VMware market share; Trefis price estimate increased from $44.49 to $49.54
- 10/29/09 SAP’s markets are shrinking and margins are declining; Trefis price estimate lowered from $45.51 to $39.06
- 10/28/09 AT&T’s play in the TV market – how close can AT&T get to the leader Comcast and what is the size of the prize?
- 10/27/09 How much can Netflix subscribers grow?
- 10/26/09 Distilling impact of Microsoft earnings results: 1) Windows 7 will drive more upgrades 2) revenue per search for Bing declines significantly
- Week of 2009-10-18
- 10/22/09 eBay reports earnings; Trefis price increased to $35.14, nearly 50% upside to market price
- 10/21/09 Lexmark, SanDisk and Yahoo Report Earnings; we think there is upside to Lexmark and SanDisk
- 10/20/09 Apple Earnings: Trefis price updated from $191 to $214, 7% upside to $200 market price
- 10/19/09 How much could Wal-Mart hurt Amazon?
- Week of 2009-10-11
- 10/15/09 (New Coverage) Dish Network – Trefis price of $24.31, 25%+ upside to market price
- 10/14/09 Virtual desktops will help EMC sell more storage hardware
- 10/13/09 Cisco recent acquisition #3: Starent Networks for $2.9 billion
- 10/12/09 Netflix CEO confirms shift from DVD to streaming video; stock could be at $70 (+50% upside)
- Week of 2009-10-04
- 10/08/09 From 24% share in 2005 to 32% in 2008 – can Verizon continue to gain more market share?
- 10/07/09 New features: Introducing the Trefis community
- 10/06/09 Nvidia’s new Fermi cards can help you model climate change and collision physics better than Intel or AMD cards
- 10/05/09 HP wants you to print more color photos, maps, coupons and movie tickets at home
- Week of 2009-09-27
- 10/02/09 Accenture reports earnings; Trefis priced increased from $46.63 to $50.24 (33%+ upside to market price)
- 10/01/09 Cisco pays $3B for a video conferencing company Tandberg; deal will help Cisco sell more switches and routers
- 09/30/09 New Sun-Oracle database system expected to lift Oracle database software market share
- 09/29/09 Netflix stock price could be more than $70 (+50% the market price of $46.57) if people started downloading videos instead of getting DVDs in the mail
- 09/28/09 (New Coverage) Monster.com – Trefis Price of $12.68 almost 30% lower than Market Price of $17.24
- Week of 2009-09-20
- 09/25/09 How meaningful is Apple’s new iMac?
- 09/24/09 Should Comcast acquire Sprint?
- 09/23/09 Microsoft exec reveals how much the company really makes from Windows
- 09/22/09 Does the Box Office matter?
- 09/21/09 Dell pays $3.9 billion to acquire Perot Systems
- Week of 2009-09-13
- 09/18/09 Verizon focuses on building a cable TV business; accepts decline of its landline phone business
- 09/17/09 Will SanDisk continue to make money from digital camera memory?
- 09/16/09 Adobe acquires Omniture for $1.8 billion and announces earnings
- 09/15/09 AMD’s new marketing strategy shifts focus to graphics business; server business remains most important
- Week of 2009-09-06
- 09/12/09 How meaningful is Motorola’s Android-based Cliq phone?
- 09/11/09 Oracle reveals intent to compete with IBM in the server market
- 09/10/09 How many iPhones will Apple sell in China?
- 09/09/09 Palm announces new Pixi smartphone – potential boost to Sprint and Qualcomm
- 09/08/09 Will the Google Phone and Palm Pre save Sprint?
- 09/06/09 (New Coverage) Netflix: Trefis Price of $54.36 vs. Market Price of $40.95
- Week of 2009-08-30
- 09/04/09 iPhone data usage is causing AT&T to spend more on wireless upgrades and expansions
- 09/03/09 SanDisk makes money from sales of Apple’s iPhones and iPods
- 09/02/09 Will Skype’s future performance justify the $2.75 billion price tag?
- Week of 2009-08-23
- 08/29/09 (New Coverage) New York Times: Online Ads are about 31% of NYT’s stock price, much more valuable than its traditional circulation sales business
- 08/28/09 Will Blu-ray save Viacom’s DVD business or will the internet and on-demand video kill the DVD sooner than expected?
- 08/27/09 SAP helps large banks use customer data to make more money
- 08/26/09 How could Google, Amazon, Facebook and others hurt eBay’s PayPal business?
- 08/25/09 Will open source destroy VMware’s core virtualization business?
- 08/24/09 Does Cisco’s web conferencing business matter?
- Week of 2009-08-16
- 08/22/09 Success of iPhone and other smartphones could hurt Qualcomm’s chipset business
- 08/21/09 How Netbooks impact Microsoft’s Windows pricing
- 08/20/09 “Cloud storage” could be a strong positive for NetApp
- 08/19/09 Disney parks and resorts business makes Disney’s stock more resilient than other media stocks
- 08/18/09 Could Wi-Fi hurt AT&T?
- 08/17/09 Can Microsoft help Nokia?
- Week of 2009-08-09
- 08/15/09 Comcast’s Digital Cable Business Threatened by AT&T, Verizon, YouTube & Hulu
- 08/14/09 Will Accenture’s Application Outsourcing business benefit from the economic downturn?
- 08/13/09 Broadcast TV Networks like CBS Losing to Cable Networks like TNT, TBS
- 08/12/09 Graphics Cards used by Gamers and Professionals is nVidia’s most valuable business
- 08/11/09 Impact on Google’s stock if Google can monetize YouTube at levels similar to Google Search
- 08/10/09 Is EMC a hardware company or a software company?
- Week of 2009-08-02
- 08/07/09 Amazon’s Zappos acquisition makes Electronics & General Merchandise Amazon’s most valuable segment
- 08/06/09 DirecTV loses out from growing prevalence of “triple play” services
- 08/05/09 New Coverage: Time Warner (driven by TNT, TBS, CNN & HBO) – Trefis Price of $29.31 vs. Market Price of $27.98
- 08/04/09 When companies have layoffs, Paychex’s stock suffers
- 08/03/09 Mobile phone makers like Nokia and Motorola pay significant royalties to Qualcomm
- Week of 2009-07-26
- 07/30/09 Viacom (driven by MTV, Nickelodeon, Paramount Films) – Trefis Price of $32.24 vs. Market Price of $24.89
- 07/29/09 Impact on Yahoo’s stock from a Microsoft Bing deal
- 07/28/09 Will Juniper lose to Cisco during the downturn?
- 07/27/09 Note of the Day: Could AT&T hurt Akamai?
- Week of 2009-07-19
- 07/24/09 Q2 for AT&T – iPhone sales help AT&T revenues; iPhone subsidies hurt profitability
- 07/23/09 Could Adobe’s Photoshop & creative software suite be hurt by open source competition?
- 07/22/09 Even if AMD maintains market share, debt could kill AMD’s stock
- 07/21/09 ESPN is about a quarter of Disney’s stock price
- 07/20/09 VeriSign makes about $6 for every single .com registered
- Week of 2009-07-12
- 07/17/09 Will HP remain the leader in printers & ink?
- 07/16/09 After acquiring Sun, what will Oracle do with MySQL?
- 07/15/09 New coverage : Sandisk (Trefis Price of $18.52 vs Market Price of $15.47)
- 07/14/09 Could Sprint’s Ericsson deal be a turning point for Sprint?
- 07/13/09 BlackBerry maker RIM’s Push Email Service is 1/3 of its stock price
- Week of 2009-07-05